Features

Everything you need to organize, analyze, and compare your real estate portfolios. From drag-and-drop organization to side-by-side portfolio comparisons.

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Your Portfolio Dashboard

See everything at a glance -- total value, income, property count, and portfolio allocation in one clean view.

Portfolio Manager Dashboard
Total Value
$2.34M
Monthly Income
$13,550
Properties
9
Gross Yield
6.95%

Portfolio Value Allocation

Sample Data

Sample data shown for illustration purposes

Explore Key Features

Dive deeper into the tools that make portfolio management effortless.

Drag & Drop Board

Organize your properties visually with a kanban-style board. Drag property cards between columns to instantly reassign them to different portfolios.

  • Drag properties between portfolios instantly
  • Auto-updated unassigned column
  • No page reloads or extra clicks
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Aggregate Metrics

See portfolio-level totals for value, rent, units, and square footage. Every metric updates automatically as you add or remove properties.

  • Total value, income, and unit counts
  • Average rent and price per unit
  • Real-time calculation updates
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Compare Portfolios

Put up to 4 portfolios side by side with interactive charts and comparison tables. See which strategy or market is performing best.

  • Side-by-side comparison of up to 4 portfolios
  • Interactive Highcharts visualizations
  • Detailed metric-by-metric breakdown
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Custom Grouping

Create unlimited portfolios and group properties by strategy, market, property type, or any criteria. Properties can belong to multiple portfolios at once.

  • Unlimited portfolios
  • Many-to-many property relationships
  • Flexible organization by any criteria
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Everything You Need

Beyond the core features, every detail is designed for serious real estate investors.

Unlimited Properties

Add as many properties as you want across as many portfolios as you need. No artificial limits.

Calculator Integration

Properties you analyze in the Rental Property Calculator are automatically available for portfolio grouping and comparison.

Any Device

Fully responsive design works on desktop, tablet, and mobile. Manage your portfolios wherever you are.

Secure & Private

Your property data is yours alone. Encrypted connections and secure authentication protect your investment data.

Interactive Charts

Highcharts-powered visualizations let you compare portfolio value, income, and metrics with interactive bar and column charts.

Always Up to Date

New features added regularly. Your subscription includes all future updates at no extra cost.

Included with Portfolio Manager

Property Database

Enter your property details once into a comprehensive database. Every app reads from the same data.

Property Database

70+ fields, auto-save editing, live calculation sidebar, smart search and filtering. Your properties, always ready.

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Comprehensive Property Data

Every number an investor needs across 11 organized sections. Toggle fields, conditional visibility, and rich classification.

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Smart Editing & Live Sidebar

Auto-save with 800ms debounce, per-section status badges, and a real-time calculation sidebar that updates as you type.

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Ready to Organize Your Portfolio?

Group, compare, and analyze your properties across custom portfolios. Get the big-picture view of your real estate investments.

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